[vc_row full_width=”stretch_row” custom_padding=”true” custom_padding_t=”45″ custom_padding_b=”45″ equal_height=”yes” gap=”50″ css=”.vc_custom_1569012811761{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column width=”1/2″][vc_custom_heading text=”CrossLink Features and Functions” google_fonts=”font_family:Josefin%20Sans%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” font_container=”tag:h3|font_size:25px|text_align:left|color:%2350b846″ css=”.vc_custom_1569435443956{margin-bottom: 30px !important;}” link=”url:http%3A%2F%2Fwww.youtube.com%2Fplaylist%3Flist%3DPL72vI9ECx0fy5RaZcXetM8nmcoAuBAqv6||target:%20_blank|”][vc_toggle title=”Understanding CrossLink’s Layout” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569012700440{margin-bottom: 10px !important;}”]Learn the layout and forms-based user interface of CrossLink 1040 professional tax software for professional tax preparers.
[/vc_toggle][vc_toggle title=”Overview of the Work-In-Progress Summary (WIP)” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569012715424{margin-bottom: 10px !important;}”]This training video covers the Work-In-Progress Summary (WIP) screen and its contents within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Overview of the Bulletins Feature in CrossLink” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569012731933{margin-bottom: 10px !important;}”]This training video explains the bulletins feature found on the Work-In-Progress screen within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Overview of the CrossLink Help Menu” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569012749541{margin-bottom: 10px !important;}”]This training video covers the help menu within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”The CrossLink Commands Menu (F Keys)” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569012773038{margin-bottom: 10px !important;}”]This training video covers the commands menu (F key shortcuts) within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Installing and Using a Signature Pad” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569012879698{margin-bottom: 10px !important;}”]
Learn how to install and use electronic signature pads, fully integrated with CrossLink professional tax software for professional tax preparers.
[/vc_toggle][vc_toggle title=”Installing and Using a Motorola 2D Barcode Scanner” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569012927131{margin-bottom: 10px !important;}”]
Learn how to install and use the Motorola Symbol DS6707DC handheld digital image scanner, fully integrated with CrossLink professional tax software for professional tax preparers.
[/vc_toggle][vc_toggle title=”How to Use the Appointments and Calendar Features in CrossLink” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569012972670{margin-bottom: 10px !important;}”]
This training video covers the appointments and calendar feature of CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Using TextLink with CrossLink 1040″ style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013018860{margin-bottom: 10px !important;}”]
Learn how to setup and use TextLink to efficiently communicate with your taxpayer clients.
[/vc_toggle][vc_toggle title=”How to Modify Access Levels in CrossLink 1040″ style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013064014{margin-bottom: 10px !important;}”]
This training video explains how to change access levels for an existing login in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”The Status Summary List” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013120453{margin-bottom: 10px !important;}”]
This training video covers the Status Summary list in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”The Master Event Log” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013166234{margin-bottom: 10px !important;}”]
This training video covers the master event log within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to use Bank Products with CrossLink 1040″ style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013215475{margin-bottom: 10px !important;}”]
This training video covers how to use Bank Products with CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_custom_heading text=”Completing a Return in CrossLink 1040″ google_fonts=”font_family:Josefin%20Sans%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” font_container=”tag:h3|font_size:25px|text_align:left|color:%2350b846″ css=”.vc_custom_1569435475848{margin-top: 30px !important;margin-bottom: 20px !important;}” link=”url:http%3A%2F%2Fwww.youtube.com%2Fplaylist%3Flist%3DPL72vI9ECx0fzVJuTS5j9LqQgo6IzNyQ74||target:%20_blank|”][vc_toggle title=”Starting a Tax Return in CrossLink 1040″ style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013744776{margin-bottom: 10px !important;}”]
Learn how to begin a tax return inside CrossLink 1040 professional tax software for professional tax preparers.
[/vc_toggle][vc_toggle title=”Adding Forms in CrossLink 1040″ style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013786523{margin-bottom: 10px !important;}”]
Learn how to add forms to a tax return inside CrossLink 1040 professional tax software for professional tax preparers.
[/vc_toggle][vc_toggle title=”Wrapping Up a Tax Return in CrossLink 1040″ style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013830748{margin-bottom: 10px !important;}”]
Learn how to finalize, verify, print, and transmit a tax return in CrossLink 1040 professional tax software for professional tax preparers.
[/vc_toggle][vc_toggle title=”How to Add Form W7 to a Tax Return” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013875635{margin-bottom: 10px !important;}”]
This training video explains how to add Form W7 to a tax return in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Add Form 4868″ style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013926730{margin-bottom: 10px !important;}”]
This training video explains how to add Form 4868 with CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Suspend and Un-suspend a Tax Return” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569013967326{margin-bottom: 10px !important;}”]
This training video explains how to suspend and unsuspend a tax return in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Add to Various Databases” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014019123{margin-bottom: 10px !important;}”]
This training video explains how to make additions to databases within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_custom_heading text=”Transmitting Tax Returns in CrossLink 1040″ google_fonts=”font_family:Josefin%20Sans%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” font_container=”tag:h3|font_size:25px|text_align:left|color:%2350b846″ css=”.vc_custom_1569435528088{margin-top: 30px !important;margin-bottom: 20px !important;}” link=”url:http%3A%2F%2Fwww.youtube.com%2Fplaylist%3Flist%3DPL72vI9ECx0fzVJuTS5j9LqQgo6IzNyQ74||target:%20_blank|”][vc_toggle title=”Transmitting a Tax Return” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014163980{margin-bottom: 10px !important;}”]
Learn how to transmit a finalized tax return to the IRS using CrossLink professional tax software for professional tax preparers.
[/vc_toggle][vc_toggle title=”Scheduled Transmissions” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014212305{margin-bottom: 10px !important;}”]
This training video explains how to schedule transmissions to Central Site in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_custom_heading text=”Printing Checks and Forms” google_fonts=”font_family:Josefin%20Sans%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” font_container=”tag:h3|font_size:25px|text_align:left|color:%2350b846″ css=”.vc_custom_1569435550288{margin-top: 30px !important;margin-bottom: 20px !important;}” link=”url:http%3A%2F%2Fwww.youtube.com%2Fplaylist%3Flist%3DPL72vI9ECx0fybY7fFXHjEBoWa1iVaZOT_||target:%20_blank|”][vc_toggle title=”Printing Checks in CrossLink 1040″ style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014344114{margin-bottom: 10px !important;}”]
Learn how to print tax refund checks inside CrossLink 1040 professional tax software for professional tax preparers.
[/vc_toggle][vc_toggle title=”How to View IRS Acknowledgement Letters” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014386964{margin-bottom: 10px !important;}”]
This training video explains how to view IRS acknowledgement letters in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Printing Blank Tax Forms” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014427186{margin-bottom: 10px !important;}”]
This training video explains how to print blank tax forms in CrossLink 1040 Professional Tax Software.
[/vc_toggle][/vc_column][vc_column width=”1/2″][vc_custom_heading text=”Office Setup and Administration” google_fonts=”font_family:Josefin%20Sans%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” font_container=”tag:h3|font_size:25px|text_align:left|color:%2350b846″ css=”.vc_custom_1569435455901{margin-bottom: 30px !important;}” link=”url:http%3A%2F%2Fwww.youtube.com%2Fplaylist%3Flist%3DPL72vI9ECx0fzVJuTS5j9LqQgo6IzNyQ74||target:%20_blank|”][vc_toggle title=”Registration Tab” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014589333{margin-bottom: 10px !important;}”]
This training video covers setup registration settings within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Creating a Paid Preparer” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014629764{margin-bottom: 10px !important;}”]
This training video explains how to create a paid preparer within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Local Settings” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014671142{margin-bottom: 10px !important;}”]
This training video covers local settings for CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Electronic Filing Tab” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014716909{margin-bottom: 10px !important;}”]
This training video covers the electronic filing tab within the CrossLink 1040 Professional Tax Software office setup.
[/vc_toggle][vc_toggle title=”Overrides Tab” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014758120{margin-bottom: 10px !important;}”]
This training video covers Overrides tab within the setup options window in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Office Setup Defaults Tab” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014800655{margin-bottom: 10px !important;}”]
This training video covers defaults tab in office setup within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Authorizations & Audits Tab” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014858964{margin-bottom: 10px !important;}”]
This training video covers authorizations and audits tab within the CrossLink 1040 Professional Tax Software office setup menu.
[/vc_toggle][vc_toggle title=”Printer Settings” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014902073{margin-bottom: 10px !important;}”]
This training video covers printer settings in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”The Client Questionnaire” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014944486{margin-bottom: 10px !important;}”]
This training video covers the client questionnaire feature within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Restricted Forms Setup” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569014987534{margin-bottom: 10px !important;}”]
This training video explains how to restrict certain forms in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Billing Setup” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015027352{margin-bottom: 10px !important;}”]
This training video covers billing setup within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Software Updates” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015072804{margin-bottom: 10px !important;}”]
This training video covers updates to CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Updating CrossLink from External Media” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015114985{margin-bottom: 10px !important;}”]
This training video covers updating CrossLink 1040 Professional Tax Software via external media.
[/vc_toggle][vc_custom_heading text=”CrossLink 1040 Reports” google_fonts=”font_family:Josefin%20Sans%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” font_container=”tag:h3|font_size:25px|text_align:left|color:%2350b846″ css=”.vc_custom_1569435487807{margin-top: 30px !important;margin-bottom: 20px !important;}” link=”url:http%3A%2F%2Fwww.youtube.com%2Fplaylist%3Flist%3DPL72vI9ECx0fywXdAWDNQHbpkGDy_OUcFq||target:%20_blank|”][vc_toggle title=”How to Add or Remove Quick Reports” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015478918{margin-bottom: 10px !important;}”]
This training video explains how to add quick reports to the CrossLink 1040 Work-In-Progress screen for easy access.
[/vc_toggle][vc_toggle title=”IRS Acknowledgement Reports Overview” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015213285{margin-bottom: 10px !important;}”]
This training video covers IRS Acknowledgement reports within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Generate Fee Payment Reports” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015255911{margin-bottom: 10px !important;}”]
This training video explains how to generate fee payment reports in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Create Mailing Labels” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015297172{margin-bottom: 10px !important;}”]
This training video explains how to create mailing labels with CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to View IRS Acknowledgement Letters” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015339965{margin-bottom: 10px !important;}”]
This training video explains how to create mailing labels with CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Generate Client Lists” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015379941{margin-bottom: 10px !important;}”]
This training video explains how to generate client lists within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Generate the List of Non-Returning Clients Report” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015437772{margin-bottom: 10px !important;}”]
Utilize CrossLink Professional Tax Software’s “List of Non-Returning Clients” report — found in the Utility menu of the software — to identify clients from last year that have not returned to have their taxes prepared this year. With this valuable information, you can proactively contact these clients to offer your services. Watch this short video to learn how to access the report.
[/vc_toggle][vc_custom_heading text=”Backing Up and Retrieving Tax Return Information” google_fonts=”font_family:Josefin%20Sans%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” font_container=”tag:h3|font_size:25px|text_align:left|color:%2350b846″ css=”.vc_custom_1569435538397{margin-top: 30px !important;margin-bottom: 20px !important;}” link=”url:http%3A%2F%2Fwww.youtube.com%2Fplaylist%3Flist%3DPL72vI9ECx0fzVJuTS5j9LqQgo6IzNyQ74||target:%20_blank|”][vc_toggle title=”How to Back Up Tax Returns” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015650064{margin-bottom: 10px !important;}”]
This training video explains how to back up tax returns in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Transfer a Tax Return” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015690406{margin-bottom: 10px !important;}”]
This training video covers transferring a tax return in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Export Client Data” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015732766{margin-bottom: 10px !important;}”]
This training video explains how to export client data and tax return information from CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Restore Tax Returns Using a Backup” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015776133{margin-bottom: 10px !important;}”]
This training video explains how to restore backed-up returns in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Back Up Program Data in CrossLink 1040″ style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015816293{margin-bottom: 10px !important;}”]
This training video explains how to back up program data in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”How to Restore a Deleted Tax Return” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015863167{margin-bottom: 10px !important;}”]
This training video explains how to restore a deleted tax return in CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_custom_heading text=”Help and CrossLink 1040 Support” google_fonts=”font_family:Josefin%20Sans%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” font_container=”tag:h3|font_size:25px|text_align:left|color:%2350b846″ css=”.vc_custom_1569435575991{margin-top: 30px !important;margin-bottom: 20px !important;}” link=”url:http%3A%2F%2Fwww.youtube.com%2Fplaylist%3Flist%3DPL72vI9ECx0fzVJuTS5j9LqQgo6IzNyQ74||target:%20_blank|”][vc_toggle title=”Secure Support Emails” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569015999783{margin-bottom: 10px !important;}”]
This training video explains how to send secure support emails within CrossLink 1040 Professional Tax Software.
[/vc_toggle][vc_toggle title=”Sending Support Tickets Via the Web” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569016040369{margin-bottom: 10px !important;}”]
This training video explains how to send a CrossLink 1040 support ticket via the website.
[/vc_toggle][vc_toggle title=”Looking Up a Tax Return’s Status” style=”text_only” custom_font_container=”tag:h5|font_size:18px|text_align:left|color:%23333333″ custom_google_fonts=”font_family:Titillium%20Web%3A200%2C200italic%2C300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C900|font_style:700%20bold%20regular%3A700%3Anormal” use_custom_heading=”true” el_class=”toggle_link_css” css=”.vc_custom_1569016078484{margin-bottom: 10px !important;}”]
This training video explains how to look up a tax return status in CrossLink 1040 Professional Tax Software.
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